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AI capex and the new credit cycle
Fixed Income Portfolio Managers Alyssa Irving and Liz Kleinerman, and Head of Investment Grade Private Credit Emeka Onukwugha explore the emergence of an AI investment cycle in credit markets.
2026 Private Credit Roundtable
In this three-part video series, our private credit experts explore the evolving role of banks, where we are in the credit cycle, and potential AI/data center opportunities in private credit.
Investment-grade private credit market deep dive
Emeka Onukwugha and Elisabeth Perenick explore the evolving investment-grade private credit market, highlighting its key characteristics, liquidity profile, roles in a portfolio, and much more.
Private credit roundtable: The role of covenants
Our private credit team explores the evolving role of covenants in today’s private credit landscape, highlighting their continued importance despite differing availability in specific markets.
The intersection of AI and private credit
Our private credit experts highlight AI's influence on asset class’s market growth, emphasizing how investments in infrastructure like data centers has the potential to drive long-term market opportunity.
Private market update
Check out our collection of videos on the state of the venture capital and private credit markets, featuring leaders from across our private investing platform.
Private credit: Public/private convergence
Our private credit experts explore the convergence of public and private markets, highlighting key areas of opportunity in private credit 2.0.
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